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Inspire Planner Review

2

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Very good

Revainrating 4.5 out of 5  
Rating 
4.5
ERP, Project, Portfolio and Program Management

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Description of Inspire Planner

A Complete and Native Project Management App for Salesforce Inspire Planner is a powerful yet easy-to-use Salesforce project management app. Ideal for professional services automation (PSA) and projects of any shape & size. Inspire Planner offers familiar and easy to use Project Management features that project managers have come to love and depend on: ✔ Integration with native Salesforce tasks ✔ Project Templates ✔ Time tracking and timesheets ✔ Gantt chart and Kanban board interfaces ✔ Project portfolios ✔ Project portal for non-Salesforce users ✔ Analytics with Salesforce reports and dashboards ✔ Attach and share project documents/files with version hisstory ✔ Task dependencies with Predecessors ✔ Project team collaboration via Chatter ✔ Project budget and expenses for billing and costing ✔ Schedule baseline ✔ Critical path map ✔ Export PDF or Excel ✔ Project task hierarchy with milestones ✔ Manage risks and issues with Salesforce Cases ✔ Resources skills management ✔ Resource capacity and utilization planning ✔ Task alerts and reminders ✔ Project automation using process builder ✔ Intuitive and easy to use drag and drop interface ✔ 100% native Salesforce Plus many more project management features. An ideal transition from (MS) Microsoft Project. Visit our AppExchange listing to start your free 30-day trial: https://bit.ly/inspireplanner-trial

Reviews

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Type of review

Revainrating 5 out of 5

Easy way for teams and individuals alike

I love how easy it is to create different views, drag-drop projects into them as well as assign tasks or milestones within each view/project that helps me keep organized! It's also great because you can have multiple managers assigned per project so if one manager leaves you don't lose your progress unless another person takes over their role in which case they will be able to pick up where ever left off at (which makes sense). Sometimes there are bugs with certain features but not enough of an

Pros
  • Easy way for us Sales Managers
  • Simple layout very aesthetically pleasing design.
  • Ability To add notes about prospects / contacts while viewing contact information page.
  • Attach files directly through emails instead having save buttons everywhere else
  • Can schedule calls via mobile phone browser without downloading anything extra onto deviceOther suggestions:
  • Add ability upload photos straight form camera roll rather than needing separate photo attachment feature
Cons
  • Empty

Revainrating 4 out of 5

Great for organizing any team members' work

I love that it creates tasks based off of my calendar, which makes scheduling meetings very easy! It's also great to be able to create customized folders and sub-folders within our task lists as well. The ability to edit or delete individual items is really helpful. Sometimes when we have multiple people working on one project there are some overlap issues with how many projects we're trying to track. This has been fixed in their latest updates but was an issue at first. We've noticed a…

Pros
  • Ability for users (including me) without tech expertise
  • Easy editing functions no coding required!!!!!
  • Organizing system allows us flexibility not found elsewhere.
  • Ease/elegance factor compared w other planners available out threepricey
Cons
  • No email remindling function yet.
  • Sync feature sometimes malfunctions